Company Overview

Wealth Partners is a premier independent financial services firm with a rich history spanning over the last 18 years. Jared Fredric Thompson, the principal of Wealth Partners, began his vocation as a registered adviser back in the Rocky Mountains with a large career firm. After a few years it became clear that the best way to correctly service the members of his practice was to offer them unbiased, non-commission strategies and financial instruments.


Jared created a small consulting firm that offered custom-tailored advice and services to his clients. As other independent advisers observed the great results of his pleased clients, Jared offered to educate and service the clients of these colleagues in his niche areas as well. Over the last decade Jared has "partnered" with some of the best professionals in the industry to better meet all the financial wants and needs of those he works with.


Today Wealth Partners approaches each current and potential client with understanding, education, and solutions that are in their best interest. The firm manages over $60,000,000 in assets across 200 households and continues to grow. Please ask about our customized R.I.S.K.™, ARC, T.O.P.S.™ and HubTracker. Our different approach puts each of our members on the road to success.

Company Summary
Name
Wealth Partners
Number of Employees
1-10
Website
Location
10345 N Port Washington Rd Ste 135
Mequon, WI
53092-5762